Sub-Customers

Overview

This section will highlight some commonly asked questions regarding sub-customers.

Table of Contents

Adding a SubCustomer

In the Add Customer or Edit Customer pop-up window, you can indicate if a customer is a subcustomer by clicking on the "Is Sub-Customer" checkbox. In the "Parent Customer" field input the parent customer who oversees the subcustomer. Next, specify which customer is getting the bill (i.e., the sub-customer, the parent customer, or another customer):

For more information about subcustomers, please see the Add Customer page.

Sub-Customers in MobiWork

Similar to parent customers, prospects, and business or residential customers, sub-customers will appear when searching in the Customers feature page. You can identify a sub-customer by opening the View Customer pop-up window and seeing that the customer has a parent customer. You can directly access the parent customer from this link:

Likewise, if you are in the parent customer's View Customer pop-up window, you can see all the associated sub-customers in the "Sub-Customers" tab:

Sub-Customers and Locations

The difference between locations and sub-customers is that locations are individual physical addresses that exist on a single customer profile, while sub-customers are individual customer profiles that can be linked to a parent customer.

Searching for Parent and Sub-Customer Accounts

The best way to visualize parent accounts and their associated sub-customers/child accounts is to export your customer list to Excel.

From the spreadsheet, you can view all parent accounts and their associated sub-customers. We do not have an attribute to search for parent customers directly. For more information on how to export customers, please see the Export Customers page.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!